401(k) · DOL Form 5500 · 2024

Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
504
Participants Below avg headcount
92nd
Percentile by assets National rank
$241,963
Avg per participant Above avg balance/head
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Official DOL plan name: Tax Favored Savings Program · Sponsored by Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company · Mississippi · Finance & Insurance

$122M in assets, 504 participants

Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company's Tax Favored Savings Program reported $122M in total assets and 504 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,451 in Finance & Insurance (8,549 peers)

Where Tax Favored Savings Program sits by assets

Tax Favored Savings Program sits in the top 10% of all filed plans by assets, $122M for 504 participants (~$241,963/participant), up 14.5% in 2024.

#7,451
in Finance & Insurance (8,549 peers)
+14.5%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Tax Favored Savings Program's outsized position by total assets

Tax Favored Savings Program vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$121,949,398 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tax Favored Savings Program among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Favored Savings Program sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Favored Savings Program end-of-year assets rose from $106M in the plan year 2023 filing to $122M in the plan year 2024 filing.
  • Tax Favored Savings Program reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Tax Favored Savings Program reported participants rose from 486 in the plan year 2023 filing to 504 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640295748 · Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company PY 2024 · 401(k)

Tax Favored Savings Program · $122M · 504 · 92nd

  • EOY $122M
  • 5500 504
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Athens Services 401(k) Profit Sharing Plan
  • RANK ind #7451

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Mississippi →

Tax Favored Savings Program in the asset neighbourhood

Nantworks, LLC Retirement PlanNantworks, LLC Retirement Pl…$122MEtnyre International Profit Sharing and Retirement Savings PlanEtnyre International Profit …$122MSmtbusa 401(k) Plan$122MTax Favored Savings Program$122MAthens Services 401(k) Profit Sharing PlanAthens Services 401(k) Profi…$122M
End-of-year total assets ($M) among Tax Favored Savings Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$122M
Net Income$15M
Employer EIN640295748
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$254M 0.38129135402992415% vs 2022
2024 filing year
$250M$260M$270M$280M 202220232024 $253M $254M ▲ +0.4%
Year Plans Participants Total Assets
2022 2 686 $253M
2023 2 652 $270M
2024 2 653 $254M

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tax Favored Savings Program vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Tax Favored Savings Program, Total assets ($M): 121.949398 · Participants: 504Tax Favored Savings ProgramCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Tax Favored Savings Program vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Tax Favored Savings Program side-by-side with 3 peers →

Tax Favored Savings Program's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Athens Services 401(k) Profit Sharing Plan in CA ($122M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax Favored Savings Program assets move in 2024? ▼
Tax Favored Savings Program grew at a solid clip - up 14.5% during 2024, from $106M to $122M. Reported net income was $15M.
How have Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Mississippi, a Mutual Insurance Company's sponsor-wide assets grew 0.4%, from $253M to $254M.
Where does Tax Favored Savings Program rank by assets among Form 5500 filers? ▼
Tax Favored Savings Program ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tax Favored Savings Program? ▼
Among 401(k) plans in other states, the closest by assets is Athens Services 401(k) Profit Sharing Plan in CA ($122M, 2,173 participants).
Which 401(k) plans cover a similar participant headcount to Tax Favored Savings Program? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants, $40M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640295748.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.